FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.57B
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$11.7M
3
+$5.52M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.88M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$2.97M

Top Sells

1
+$9.84M
2
+$3.51M
3
+$3.41M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.21M
5
SBUX icon
Starbucks
SBUX
+$2.74M

Sector Composition

1 Technology 15.68%
2 Financials 9.01%
3 Healthcare 7.06%
4 Industrials 5.53%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$13.9K ﹤0.01%
165
1427
$13.9K ﹤0.01%
254
-2,949
1428
$13.9K ﹤0.01%
1,917
-661
1429
$13.8K ﹤0.01%
554
-112
1430
$13.8K ﹤0.01%
258
1431
$13.7K ﹤0.01%
159
+111
1432
$13.7K ﹤0.01%
118
1433
$13.5K ﹤0.01%
262
1434
$13.4K ﹤0.01%
545
+1
1435
$13.4K ﹤0.01%
340
+7
1436
$13.4K ﹤0.01%
625
+70
1437
$13.4K ﹤0.01%
557
-37
1438
$13.2K ﹤0.01%
2,000
1439
$13.2K ﹤0.01%
134
+24
1440
$13.2K ﹤0.01%
336
1441
$13.1K ﹤0.01%
276
1442
$13.1K ﹤0.01%
274
1443
$13K ﹤0.01%
102
+91
1444
$12.9K ﹤0.01%
256
-1
1445
$12.9K ﹤0.01%
540
+54
1446
$12.8K ﹤0.01%
196
+38
1447
$12.8K ﹤0.01%
51
1448
$12.8K ﹤0.01%
1,373
-272
1449
$12.8K ﹤0.01%
1,591
+1,374
1450
$12.8K ﹤0.01%
308
56 57
58
59 60